Job Description

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

Minimum Qualification

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or Qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Experience

3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.

Understand Long Term insurance products

Understand the banks products, processes and systems

No Supervision required

Additional Information

Behavioural Competencies:

Articulating Information

Convincing People

Developing Expertise

Documenting Facts

Establishing Rapport

Examining Information

Exploring Possibilities

Following Procedures

Interacting with People

Interpreting Data

Making Decisions

Managing Tasks

Producing Output

Providing Insights

Seizing Opportunities

Showing Composure

Taking Action

Thinking Positively

Understanding People

Upholding Standards

Technical Competencies:

Financial Acumen

Financial Analysis

Financial Industry Regulatory Framework

Financial Planning

Interpreting Financial Statements

Legal Compliance